See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,794 | $135,952-3.8% | $123,892+5.6% | $273,961-52.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,167 | $5,170-38.7% | $4,617-31.4% | $4,869-35.0% |
| Participant deferral / active EE | $5,566 | $6,343-12.2% | $5,984-7.0% | $5,287+5.3% |
| Admin fee / account holder | $57 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |